Beacon Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 31, 2026, reports $460M in regulatory assets under management, 4 employees, 1 office, and 222 accounts.
Assets Under Management
$460M
Employees
4
Offices
1 office
Total Clients
62
Primary office
AUSTIN, TX
9011 MOUNTAIN RIDGE DR., SUITE 200, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.9% of total clients.
Top client categories% of clientsClients
1
HNWI
62.9%
39
2
Individuals
33.9%
21
3
Corporations
3.2%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$460Mas of March 31, 2026
Discretionary89.0%
$409M
89% of total RAUM89.0%
Non-discretionary11.0%
$51M
11% of total RAUM11.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$460M
Total Accounts222
10Y AUM Change+$460M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee16:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.